AlphaStar Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

AlphaStar Capital Management’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-69,258	Closed	-$1.43M	–	309
2023 Q4	$1.43M	Buy	69,258 +35,968	+108%	+$668K	0.13%	89
2023 Q3	$591K	Buy	+33,290	New	+$641K	0.07%	159
2020 Q3	–	Sell	-32,196	Closed	-$568K	–	208
2020 Q2	$568K	Sell	32,196 -21,560	-40%	-$374K	0.12%	105
2020 Q1	$883K	Buy	+53,756	New	+$1.15M	0.21%	89
2019 Q2	–	Sell	-30,984	Closed	–	–	238
2019 Q1	$0	Buy	30,984 +856	+3%	+$18.2K	﹤0.01%	224
2018 Q4	$580K	Buy	30,128 +16,500	+121%	+$337K	0.19%	98
2018 Q3	$358K	Sell	13,628 -7,596	-36%	-$161K	0.11%	158
2018 Q2	$443K	Buy	21,224 +7,582	+56%	+$150K	0.14%	135
2018 Q1	$261K	Buy	+13,642	New	+$263K	0.1%	154
2017 Q3	–	Sell	-302	Closed	-$6K	–	108
2017 Q2	$6K	Buy	+302	New	+$6.21K	0.73%	26

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

AlphaStar Capital Management's SCHH Position: Q1 2024 in Review

AlphaStar Capital Management sold out of Schwab US REIT ETF (SCHH) in Q1 2024, closing a stake of 69,258 shares — an estimated $1.43M sold.

AlphaStar Capital Management first reported a position in SCHH in Q2 2017 and held it in 10 quarters. The position peaked at $1.43M in Q4 2023. 498 funds tracked by Wall St. Rank hold SCHH as of Q1 2024.

AlphaStar Capital Management reported no remaining Schwab US REIT ETF position as of Q1 2024 after selling out during the quarter.
AlphaStar Capital Management sold 69,258 Schwab US REIT ETF shares in Q1 2024, an estimated $1.43M.
AlphaStar Capital Management first reported a position in Schwab US REIT ETF in Q2 2017 and held it in 10 quarters.
AlphaStar Capital Management's Schwab US REIT ETF position peaked at $1.43M in Q4 2023.
498 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2024.

Based on AlphaStar Capital Management's 13F filing for Q1 2024, filed 8 May 2024.